I have a large board with about 40 columns and 8000 items, that I need to do a mass update to a status column (there are 4 statuses to match the process) which I will need to update that status. I will use the code column (text) as my item reference. I will have a list of 100 codes that I need to update the status. Sometimes the field will have a value to be replaced and sometimes there is no value. How can I do this without manually looking up and updating status one by one? Is there an upload option to update a column or AI or integration I can do?
There might be a way to do it via API but that’s not my specialty. Outside of just filtering for each code and then bulk updating the four statuses that way…
What I’d do -is create a board with each of those 100 codes as it’s own item and then add the four columns with the statuses appropriate for that code (think of it as a reference sheet). Then on your original board, add a ‘helper column’ (you’ll delete it once you’re done).
Then you’d use the workflow center to set up ‘when status changes’, find matching item and have it find the matching code on the ‘reference board’ and then action is to update column values.
Desiree - www.thecleverclovers.com
Hello @0430 You don’t need to update these one by one.
If it’s a one time update, the easiest option is importing from Excel or CSV. Put your Code column and the Status you want in the file, then import it and map the Code column to match existing items and the Status column to update. This works even if some items already have a value and others don’t.
https://support.monday.com/hc/en-us/articles/360000219209-Import-files-from-Excel
If this is something you’ll need to do more than once, using Google Sheets with Make or Zapier is usually best. You can keep your list of codes and statuses in a sheet and have the automation update the Status column by matching on the Code text column.
https://support.monday.com/hc/en-us/articles/360010018659-Integrations-overview
Batch Actions can also help if you can visually filter the items first, but they won’t match off a list of codes automatically.
https://support.monday.com/hc/en-us/articles/115005335049-Batch-Actions
Import for one off updates. Integration if it’s ongoing.
Dr. Tanvi Sachar
Monday Certified Partner, Monday Wizard
Yes, we will need to update on a regular basis, potentially a thousand at a time. I will look into the Zapier option as I think that might work well.